+162.8%
OKLO vs EIX
+16.9%
+145.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.5% | +3.1% |
| 7D | +16.9% | -2.5% | +19.4% | +17.2% |
| 30D | -19.7% | +7.7% | -27.4% | -20.6% |
| 3M | -45.0% | -12.9% | -32.1% | -44.4% |
| 6M | -66.9% | -12.7% | -54.2% | -66.6% |
| YTD | -64.0% | +5.5% | -69.4% | -64.9% |
| 1Y | -75.2% | +9.4% | -84.6% | -76.0% |
| 3Y | +151.1% | +9.7% | +141.4% | +150.6% |
| 5Y | +162.8% | +16.9% | +145.9% | +161.5% |
| All | +162.8% | +16.9% | +145.9% | +161.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded EIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling